Estate Planning
Charitable Planning.
Support the causes closest to your heart with tax-advantaged gifts tailored to your assets, your income needs, and your legacy for your family.
Clients often find charitable planning to be one of the most rewarding and meaningful parts of the planning process. Each client has unique circumstances and philanthropic goals, and with proper planning you can make tax-advantaged gifts designed to support the organizations and causes closest to your heart.
Depending on the type of assets you wish to contribute, your need for income during your lifetime, your desire to preserve assets for heirs, and your tax situation, there are a variety of charitable strategies to consider:
Charitable planning strategies
- Charitable Lead Trusts
- Charitable Remainder Trusts
- Life Insurance and Retirement Benefits Planning
- Private Foundations
- Donor-Advised Funds or Trusts
- Life Income Gifts
- Charitable Gift Annuities
- Gifts of Real Estate with Retained Life Estate
Charitable planning works best as part of a coordinated estate plan, so that your giving, your tax picture, and your legacy for your family all fit together. We help you choose and structure the strategies that match your goals.
To discuss your situation with our attorneys, call (858) 755-6672 or request a consultation.
Common questions
Frequently asked
What is the difference between a charitable remainder trust and a charitable lead trust?
A charitable remainder trust pays income to you (or others) for a period, with the remainder going to charity afterward, useful when you want lifetime income and an eventual gift. A charitable lead trust does the reverse: charity receives payments first, and the remainder passes to your heirs, which can reduce transfer taxes. Which fits depends on your income needs, tax situation, and goals for your heirs.
Can charitable giving reduce my taxes?
Often, yes, many charitable strategies are designed to be tax-advantaged, from income-tax deductions to reducing estate and capital-gains exposure. The right approach depends on the assets you give, your income needs, and your overall plan, which is exactly what charitable planning coordinates. This is general information, not tax advice.
This overview is general information, not legal or tax advice, and does not create an attorney-client relationship?
This overview is general information, not legal or tax advice, and does not create an attorney-client relationship. Every situation is different and the law changes; consult a qualified attorney about your circumstances.
This website is for general informational purposes and does not constitute legal advice or create an attorney-client relationship. Every situation is different; please consult a qualified attorney about your specific circumstances.
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